Credit Operations Specialist: Underwriting & Portfolio Support

Bank of America; Hartford (CT); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America is seeking a Credit Officer support professional to assist underwriting, monitoring, and portfolio management for financing, treasury, and traded products. The role acts as a primary liaison with credit teams, operations, and business partners to ensure accurate processing and compliant workflows.

The candidate will handle end-to-end credit activities, monitor statements, and maintain data quality while supporting the credit team in daily operations.

Qualifications

• Attention to detail is essential for accurate data entry, file maintenance and process compliance.
• Proficiency in collecting, organizing and documenting financial statements and related documents.
• Ability to maintain organized records and ensure timely, accurate information flow with credit teams.
• Strong oral communication skills to coordinate with credit officers, operations and business partners.

Responsibilities

• Coordinates pre- and post-closing activities including due diligence and approval document creation.
• Monitors requirements by compiling ticklers and gathering financial statements per credit agreements.
• Identifies and resolves data quality issues.
• Looks for opportunities to improve operational efficiency.
• Ensures compliance with policy and procedures.

Skills

Attention to Detail

Data Collection and Entry

Record Keeping

Oral Communications

Written Communications

Collaboration

Customer and Client Focus

Planning

Prioritization

Education

High School Diploma / GED

Job description

Bank of America is seeking a Credit Officer support professional to assist underwriting, monitoring, and portfolio management for financing, treasury, and traded products. The role acts as a primary liaison with credit teams, operations, and business partners to ensure accurate processing and compliant workflows.

The candidate will handle end-to-end credit activities, monitor statements, and maintain data quality while supporting the credit team in daily operations.